About

Get In Touch

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.

We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.

With us, progress means development. Financial and life planning that helps you to navigate life's financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.

Our team are happy to meet at a day, time and location most convenient to you, with no obligation to you. These meetings are usually arranged by prior appointment.

Leave your details with us, and we'll call you back

Details submitted through this form are confidential. The information therein is used only to contact you to discuss the areas you've expressed an interest in.

Get in touch

Connect with us

Legal

For mortgage advice we charge a fee of £150 and we also receive commission from the lender.

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Portlethen Financial Services is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Register No 182189. Calls may be recorded for training and monitoring.

The FCA does not regulate some forms of buy to let mortgages.

Equity Release refers to home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.